A goal without a plan is just a wish.
A financial plan is a comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows, asset values, and withdrawal plans. Financial planning is an organic process. Your financial plan and investment portfolio must grow with your life's changing circumstances. Your life isn't static - it is always changing. Your goals, needs, wants, and wishes change. And, so must your financial plan.
We work with clients to not only identify their goals & objectives to construct a sound financial plan, but we also will also monitor and review the plan with you, and make necessary adjustments to the plan as your life changes. So, your plan is both a roadmap for your financial life and a report card for how you're doing.